See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,139 | $100,923-46.4% | $150,045-63.9% | $74,304-27.1% |
| Participation rate | 68.6% | 70.1%-1.5pp | 82.3%-13.7pp | 60.3%+8.3pp |
| Annual return | 20.57% | 51.77%-31.2pp | 62.55%-42.0pp | 29.43%-8.9pp |
| Employer contribution / active EE | $3,429 | $3,463-1.0% | $4,693-26.9% | $2,241+53.0% |
| Participant deferral / active EE | $5,531 | $6,709-17.6% | $7,997-30.8% | $3,767+46.8% |
| Admin fee / account holder | $3,083 | $2,767+11.4% | $13,435-77.1% | $2,969+3.8% |